See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,830 | $65,041-49.5% | $90,951-63.9% | $79,858-58.9% |
| Participation rate | 73.0% | 61.6%+11.4pp | 69.0%+4.0pp | 69.6%+3.3pp |
| Annual return | 19.24% | 30.45%-11.2pp | 134.60%-115.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $541 | $1,247-56.7% | $2,122-74.5% | $2,471-78.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $599 | $4,536-86.8% | $5,959-89.9% | $5,306-88.7% |